"If you're planning on buying a PC, laptop, or cell phone in the coming months, a word of advice for you before Christmas: Buy now, not later. Prices are likely set to spike in the new year-due to a shortage of memory chips. Memory and storage for DRAM and NAND, two major types of computer memory, have seen costs rise between 30 and 40%, year-on-year-in some cases, they're even doubling."
""As memory components become more limited and more expensive, manufacturers face increasing pressure to raise prices," says Anthony Scarsella, research director at IDC, which tracks cell phone shipments and sales. "While some OEMs will inevitably be forced to raise prices, others will adjust their portfolio towards pricier models with higher margins to absorb some of the memory impact on BOM," he says."
Memory and storage costs for DRAM and NAND have jumped roughly 30–40% year‑on‑year, and in some cases are doubling, raising the bill of materials for PCs and especially low‑end smartphones. The spike is part of longstanding semiconductor supply cycles but is unfolding unusually fast because big tech demand for AI training and inference has driven rapid memory consumption. Foundries are prioritizing high‑performance compute chips and larger, higher‑paying customers due to scarce raw materials and capacity. Manufacturers face pressure to raise prices, while some OEMs may shift toward higher‑margin, pricier models to offset rising memory costs.
Read at Fast Company
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